Financial Adviser · BELLERIVE, TAS

Sean Geoffrey Clingeleffer

13 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000448199

Sean Geoffrey Clingeleffer is a financial adviser based in Bellerive, Tasmania, with 13 years of experience in the financial services industry. Sean is currently authorised under Fortnum Private Wealth Ltd. Sean holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business (Financial Planning) from RMIT University. Sean is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products Government Bonds Margin Lending

Restrictions: Not SMSF

Authorised to provide tax financial advice services

Qualifications and Training

2011

Diploma of Financial Services (Financial Planning)

Kaplan Professional

2012

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Professional

2013

Tier1: (928) Margin Lending

Kaplan Professional

2017

Bachelor of Business (Financial Planning)

RMIT University

2020

FPC002B

Bridging Course - Ethics - Kaplan Higher Education

Registration History

Fortnum Private Wealth Ltd

Oct 2019 - Present Current

Not SMSF

Financial Wisdom Limited

Sep 2017 - Sep 2019 Ceased

Not authorised to provide personal advice on SMSF, Securities

Sba Advice Pty Ltd

Nov 2016 - Aug 2017 Ceased

GPL (VIC) PTY LTD

Oct 2013 - Nov 2016 Ceased

Source: ASIC Financial Advisers Register